Angela Burcel, financial advisor Westlake TX

Angela Burcel

CRD Number: 6550707
Current Firm: Charles Schwab & Company, Inc.

Angela Burcel (CRD# 6550707) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Westlake, TX and has over 8 years of experience in the finance industry.

Similar Advisors
Kyle Eaton, financial advisor Westlake TX
Kyle M. Eaton
CRD# 5009276
Hedgefield Wealth Management
Similar Advisors
Jerry Boda, financial advisor Westlake TX
Jerry Boda
CRD# 1255317
Osaic Wealth, Inc.
Similar Advisors
Erik Aaker, financial advisor Westlake TX
Erik Aaker
CRD# 2754150
Charles Schwab & Company, Inc.
Company Name Location Dates Years
Charles Schwab Bank, Ssb Westlake, TX Aug 2022 - Current 1
Charles Schwab & Company, Inc. Westlake, TX May 2020 - Current 3
Usaa Investment Management Company Tampa, FL Dec 2018 - May 2020 1
Usaa Financial Planning Services Tampa, FL Oct 2015 - May 2020 4
Usaa Financial Advisors, Inc. Tampa, FL Aug 2015 - May 2020 4
Usaa Tampa, FL Jan 2013 - Oct 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2015
S65 NASAA Investment Advisors Law Examination Oct 2018
Contact Info for Angela M. Burcel
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.